3-statement-model

Build linked 3-statement financial models with automated IS, BS, and CF connections.

Updated May 9, 2026
One-click install
npx skills add https://github.com/iTzFaisal/financial-services --skill 3-statement-model-itzfaisal
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/iTzFaisal/financial-services/tree/main/.opencode/skills/3-statement-model
Command: npx skills add https://github.com/iTzFaisal/financial-services --skill 3-statement-model-itzfaisal

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps finance teams rapidly build cohesive three-statement financial models by automatically linking IS, BS, and CF and by providing a consistent framework for historical data integration, projections, and checks.

Core Features & Use Cases

  • Template completion: populate missing IS/BS/CF components with correct linkages and validation.
  • Scenario planning: switch between Base/Upside/Downside to test sensitivity and capital structure implications.
  • Model integrity validation: enforce formula-driven projections, maintain consistent assumptions, and verify balances (Assets = Liabilities + Equity).

Quick Start

Create a new 3-statement model by linking IS, BS, and CF templates and entering historical data and assumptions.

Frequently Asked Questions about 3-statement-model

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a 3-statement financial model with linked Income Statement, Balance Sheet, and Cash Flow?

To build a 3-statement financial model, you link the Income Statement, Balance Sheet, and Cash Flow using automated formulas to project net revenue and verify Assets equal Liabilities plus Equity. This framework populates templates with strict formula-driven projections.

What is the best way to automate linkages between financial statements in Excel?

Automating linkages between financial statements in Excel requires applying formula-driven projections to connect IS, BS, and CF components. This enforces model integrity by maintaining consistent assumptions and verifying that balance sheet balances correctly.

Can I run scenario analysis on a three-statement model for Base, Upside, and Downside cases?

You can run scenario analysis on a three-statement model by switching between Base, Upside, and Downside cases to test sensitivity and capital structure implications. This applies consistent assumptions across multiple forecast horizons and data sources.

Do I need historical data to populate missing components in a 3-statement model template?

Yes, you need historical data and assumptions to populate missing IS, BS, and CF components in a 3-statement model template. Entering historical data enables proper linkage integration and maintains formula-driven projections across forecast horizons.

How does model integrity validation work for financial forecasting templates?

Model integrity validation for financial forecasting templates works by enforcing formula-driven projections and verifying that Assets equal Liabilities plus Equity. It maintains consistent assumptions across data sources to ensure balance and structural accuracy.

When should I use a linked 3-statement model instead of separate financial statements?

Use a linked 3-statement model instead of separate financial statements when you need end-to-end scenario planning and strict integrity checks across multiple forecast horizons. It provides automated linking and maintainable templates for cohesive projections.